Triage and Approval
Procurement Policy Triage and Approval
assessing risk & triaging through document workflow automation
How Does Checkbox Automate This?
1. Use dynamic smart forms to collect information about procurement requests
Use dynamic smart forms to collect all the information you need to triage procurement requests, determine associated risk, and trigger the appropriate approvals.
2. Automatically determine risk ratings
Automatically obtain risk ratings, as determined by the calculations, weighted scoring, and logic you built into the app.
3. Automatically trigger the appropriate workflows and approvals
Automatically assign requests to the relevant procurement experts and send approval requests to the right approvers. These can be conducted back-to-back or in parallel.
4. Generate bespoke documents
Automatically populate styled document templates to generate bespoke documents. You can easily create templates using Checkbox’s Word Add-In.
5. Facilitate e-signature
Automatically send documents to be signed by the relevant people. Checkbox integrates with e-signature tools such as DocuSign and Adobe Sign out-of-the-box.
6. Centrally track and manage all procurement requests using dashboards
Use powerful custom dashboards to analyse trends and assign procurement team members to requests, view request statuses in real-time, and send reminders.